Original filing (PDF)20240730103607NAL0043492914001

Woltman Group, PLLC

Name: Woltman Group, PLLC — Woltman Group, PLLC 401(k), Form 5500 (2023)
Creator: Woltman Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Woltman Group, PLLC 401(k) Plan

401(k) retirement plan · Woltman Group, PLLC's Woltman Group, PLLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Woltman Group, PLLC's 2023 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Woltman Group, PLLC's EIN is 46-0398923.

EIN 46-0398923

Plan number 001

Plan year 2023

ACK ID 20240730103607NAL0043492914001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Woltman Group, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Woltman Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLTMAN GROUP, PLLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score